Hi, I'm lisa.

The accountant who just gets it.

what I do

I help small business owners, like you, build businesses at your own pace, in a way that sustains you, at a scale that inspires & regenerates you.

I meet you where you're at. If you arrive with a desire to build your business with heart, but you feel overwhelmed by all the noise & conventional business rules...

You'll walk away clear, empowered, & confident while still LOVING your work.

Why I do it

You’re a bright light in this world…
You want to make the world a little better, follow your curiosity, & stand for what you believe in.

Your business is too important. You are your business' greatest asset. That means you have to serve yourself well, so you can better serve your clients, family, & friends.

You are here for a reason & my reason is to help you keep doing it.

Here's what I believe

you can create a business that...
aligns with your purpose and supports your life

get to know me

I'm Lisa Bell. A CPA, mom to one amazing human, nap enthusiast, Netflix binger, and owner of CoPilot CPA.

My Purpose & Values: I believe financial wellness is more about being in full alignment with yourself and the life you want to live. My work is to make money less stressful by playing to your strengths and setting up winning systems, so you can design your life on purpose and live it with purpose.

When I’m not crunching numbers, you can catch me outside in the beautiful state of Utah, spending time with my family, doggo, and friends.